Documentation

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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Email Processing

Clean up and reformat the body of an email.

Benefits to you

  • Instantly reformat emails
  • Request Timelines are easier to read
  • Audited over the lifespan of the request

What you can do

  • One-click Email Processing.

Where to find it

When applying an email to a request, you’ll see the new HAi Icon under the body of the email. Simply click the HAi icon on the right-hand side to process the email.

Hornbill AI

How to use it

  1. Open an email and click to apply it to a request. Click the HAi icon. Hornbill Email Processing

  2. HAi processes the email, the original is maintained and you can easily switch back to it at any point, this value is audited for reporting on at a later stage Hornbill Email Processing

Auto Updates

It’s possible to enable auto updates for Email Processing so that the email is processed automatically when opening an email to attach to a request

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In This Document